Steve has worked in the financial services industry for over 22 years. Prior to CoastEdge Partners, Steve served as president and managing partner of Gurtin Municipal Bond Management, a $14 billion fixed income portfolio management firm that was acquired by PIMCO in 2019. Steve previously worked at Morgan Stanley in both Chicago and California, focusing on fixed income portfolio management. Prior to Morgan Stanley, Steve worked at Accenture, a global management consulting firm, where he advised multiple Fortune 500 financial services firms across the nation.
Steve serves on the Board of Trustees for the San Diego Zoo Global. He is currently Chairman of the San Diego Zoo’s Investment Committee, and also serves on the Investment Committee for the Rancho Santa Fe Foundation. Steve is an active member of the Young Presidents’ Organization (YPO) in the San Diego chapter. Steve earned a Bachelor of Science in Business Administration from the University of Kansas, where he served as class president, and a MBA in Finance and Strategy from the Kellogg School of Management at Northwestern University.